ShareYourGroupShareYourGroupWhatsApp Business

An order workflow for WhatsApp

A simple five-step routine for handling orders in WhatsApp with labels and quick replies, so no order is forgotten and every customer is told.

When orders arrive in chat, they get lost. A fixed routine with the app's own tools keeps each one safe. This is the routine many small shops use.

StepWhat you doTool
1. EnquiryGreet, ask what the customer needs.Greeting, label New enquiry
2. QuoteSend price in writing.Quick reply /price, label Quote sent
3. ConfirmRepeat the order, total and date; ask yes.Quick reply /confirm, label Order confirmed
4. PayShare how to pay; check your own bank app.Quick reply /pay, label Payment pending
5. DeliverSend ready and delivered messages; ask feedback.Label Delivered

Check payment in your bank app

A payment screenshot can be faked. Before you pack, look in your own bank or UPI app and see the money. Do the same for each order, however friendly the customer.

Keep a daily list

At the end of each day, open the label Order confirmed and see what remains. Use labels to do this in seconds. Keep important chats as records; see keeping chats as records.

Keep going